Month: August 2023
From Financial Journalist To Lead Dad with Paul Sullivan (Ep. 5)

From Financial Journalist To Lead Dad with Paul Sullivan (Ep. 5)

By |

Are you ready to dive into the evolution of journalism over the past 25 years? 

Gain insights into the changing landscape of journalism, the impact of social media, and the importance of nurturing connections.

In this episode, Elena Krasnow and Jimmy Moock are joined by Paul Sullivan, a financial journalist, author, and founder of the Company of Dads, to talk about his experience in the field. Discover how Paul’s journey led him to coin the term ‘Lead Dad’ and establish an inspiring platform. Tune in for engaging discussions on behavioral finance, personal finance books, and the selection of wiser choices.

Paul discusses: 

  • What it was like beginning his career at Bloomberg
  • How journalism has changed over the course of his 25-year career
  • How the changes in publishing have affected reporters’ work
  • How journalists connect with their network
  • A few of his favorite lessons learned while writing the Wealth Matters column, as gleaned from conversations with wealth planning and investment management executives
  • What a Lead Dad is, how he became one, and how that motto evolved into the philosophical underpinning of the Company of Dads platform
  • And more

Resources:

Connect with StreetCred PR:

Connect with Paul Sullivan:

About our Guest: 

Paul Sullivan is the founder of The Company of Dads, the first platform dedicated to creating a community for lead dads. Its mission is to help Lead Dads feel less isolated and more confident that they have made the correct choice to take on the bulk of the parenting and family duties, or at the very least, not embrace stereotypes around who does what at home. 

Previously, Paul wrote The New York Times’ Wealth Matters column for 13 years, and also was the mastermind behind the Money Game column in Golf Magazine. As a journalist for 25 years, Paul got his start as a reporter at Bloomberg and Institutional Investor. From 2000 to 2006, he was a reporter, editor, and columnist at the Financial Times, and has also written for publications like Fortune, Money, Conde Nast Portfolio, The International Herald Tribune, Barron’s, the Boston Globe, and Food Wine. Paul is the author of two books, Clutch: Why Some People Excel Under Pressure and Others Don’t and The Thin Green Line: The Money Secrets of the Super Wealthy. He has been interviewed on podcasts, radio and television programs across America, including NPR Marketplace, CNN, and Fox News. Paul has also given keynotes to audiences ranging in size from 50 to 500 people, spanning the United States, Mexico, and Chile. Today, he lives in Connecticut with his wife and their three daughters and three dogs. When he is not running the company of dads, he is an obsessive golfer.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Breaking Barriers and Building Bridges with Liz Fritz (Ep. 4)

Breaking Barriers and Building Bridges with Liz Fritz (Ep. 4)

By |

How can we create a culture of work-life balance and support for women in the public relations and wealthtech landscape?

In this episode, Elena and Jimmy Moock speak with Liz Fritz, Co-founder and Chief Commercial Officer of wealthtech management consulting firm F2 Strategy, about her journey into wealthtech from corporate public relations. Liz discusses her experience in corporate PR and communications, the joys and challenges of working in a regulated industry, and her transition to entrepreneurship. She also shares her passion for uplifting women and parents in the financial services industry and creating a work environment where everyone feels supported.

Liz discusses: 

  • Her professional journey of jumping ship from corporate banking to life as an entrepreneur at F2 Strategy with her husband and co-founder, Doug Fritz 
  • What it’s like to represent behemoth brands like Wells Fargo as well as her best learning moments from her time there
  • How public relations and marketing efforts can take brands of various sectors to the next level, along with the key ingredients to a strong marketing and PR program
  • Her “Dear Wealth Tech” post, and how it led to F2 Strategy’s social campaign #womeninwealthtech
  • How F2 Strategy’s recent acquisition of Oakbrook Solutions and addition of a private equity partner are bringing the firm into an even brighter future
  • And more

Resources:

Connect with StreetCred PR:

Connect with Liz Fritz:

About our Guest: 

Liz is co-founder and chief commercial officer for F2 Strategy, where she leads all brand strategy, digital marketing, social media, content and PR. She brings almost 20 years of experience working with some of the most well-known global brands in the HNW and UHNW space, such as Wells Fargo Private Bank, Abbott Downing, U.S. Bank and BNP Paribas. 

Liz is a frequent contributor to wealthmanagement.com, participant in webinars regarding  WealthTech digital marketing and alumna of Chief, the only organization specifically designed for senior women leaders to strengthen their leadership journey, cross-pollinate ideas across industries, and effect change from the top down. She is particularly passionate about creating a company culture of well-being and supporting other women in the WealthTech and Fintech industries. Liz is based in Santa Cruz, CA.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories